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AIZ icon

BOK Financial’s Assurant AIZ Stock Holding History

BOK Financial’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8K Buy
+44
New +$10.7K ﹤0.01% 969
2025
Q4 		– Sell
-150
Closed -$32.5K – 1003
2025
Q3 		$32.5K Buy
+150
New +$30.4K ﹤0.01% 891
2024
Q1 		– Sell
-2
Closed -$336 – 1189
2023
Q4 		$336 Buy
+2
New +$318 ﹤0.01% 1198

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOK Financial's AIZ Position: Q2 2026 in Review

BOK Financial opened a new position in Assurant (AIZ) in Q2 2026: 44 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: BOK Financial previously reported a position in AIZ as recently as Q3 2025.

BOK Financial first reported a position in AIZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $32.5K in Q3 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • BOK Financial held 44 shares of Assurant worth $11.8K as of Q2 2026.
  • Assurant was a new BOK Financial position in Q2 2026.
  • Assurant made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #969 holding.
  • BOK Financial first reported a position in Assurant in Q4 2023 and has held it in 3 quarters since.
  • BOK Financial's Assurant position peaked at $32.5K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.